🔧Task Templates
Make templates that you can reuse when creating new tasks
Overview
Templates allow you to streamline and speed up creating tasks, that managers can select easily.
Note: Templates are especially helpful when you have a recurring process that you keep creating tasks for ex. grants, funding, payroll
Create a Task Template
Step 1: Go to your Space/Project Settings
menu via ⚙️ and click on Templates
. Then, under Task Templates
, click on New Template.
Step 2: You will see a pop-up where you can fill in the template name, and also description prompts you would like contributors to fill out as part of this template.
Step 3: After filling in the details click on Save Template
.
Success! You will now see the the new template listed under Task Templates
in your space/project settings, with options to Create task from template
, Edit
and Delete
.
Use a Template for your Tasks
Step 1: Click +
to create a new task
Step 2: In the pop-up that appears, click on Template
in the top-left corner and select the template you would like to use
Step 3: You will now see the template details pre-filled in your task. Update the title (if needed), fill in the remaining details, and then click Create
.
Success! You've created a task using a template in just a few clicks
Last updated